Custom Report Titles

Overview 

Easily change the name of reports within Simple Invest 360. Follow these simple steps to update your report names quickly and efficiently.

The following reports can have the name changed; 

• Statement of Financial Position 
• Detailed Statement of Financial Position 
• Operating Statement 
• Operating Statement - Trading Entities 
• Detailed Operating Statement 

Navigation

Instructions 

1. Search and locate one of the reports whose title can be changed using the search bar. 
2. Add the selected report to a Report Pack by selecting the Add To Pack arrow. 
3. Within the Report Pack now select . 
   
4. Ensure that the Enable Custom Report Title toggle is on, then enter the custom report title. 
   

   Please Note

   The Custom Report Title will be based on the Badge used to generate the report.  

5. Select then generate the report.